PAG
Private Advisory Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
1,012
-238
| -19% | -$70.2K | 0.03% | 173 |
|
|
2025
Q1 | $311K | Buy |
1,250
+245
| +24% | +$60.9K | 0.03% | 162 |
|
|
2024
Q4 | $221K | Buy |
+1,005
| New | +$221K | 0.02% | 199 |
|
|
2024
Q3 | – | Sell |
-33,006
| Closed | -$5.71M | – | 206 |
|
|
2024
Q2 | $5.71M | Buy |
33,006
+3,336
| +11% | +$577K | 0.74% | 31 |
|
|
2024
Q1 | $5.67M | Buy |
29,670
+22,394
| +308% | +$4.28M | 0.81% | 35 |
|
|
2023
Q4 | $1.19M | Sell |
7,276
-3
| -0% | -$491 | 0.21% | 92 |
|
|
2023
Q3 | $1.02M | Sell |
7,279
-219
| -3% | -$30.7K | 0.2% | 94 |
|
|
2023
Q2 | $1M | Sell |
7,498
-775
| -9% | -$104K | 0.2% | 100 |
|
|
2023
Q1 | $1.08M | Sell |
8,273
-2,987
| -27% | -$392K | 0.23% | 83 |
|
|
2022
Q4 | $1.59M | Sell |
11,260
-43
| -0.4% | -$6.06K | 0.35% | 70 |
|
|
2022
Q3 | $1.34M | Sell |
11,303
-22,592
| -67% | -$2.68M | 0.31% | 77 |
|
|
2022
Q2 | $4.79M | Sell |
33,895
-612
| -2% | -$86.4K | 1.08% | 32 |
|
|
2022
Q1 | $4.49M | Buy |
+34,507
| New | +$4.49M | 0.88% | 35 |
|
|
2021
Q4 | – | Sell |
-33,105
| Closed | -$4.6M | – | 157 |
|
|
2021
Q3 | $4.6M | Sell |
33,105
-3,206
| -9% | -$445K | 1.12% | 28 |
|
|
2021
Q2 | $5.32M | Buy |
36,311
+2,018
| +6% | +$296K | 1.34% | 24 |
|
|
2021
Q1 | $4.57M | Buy |
+34,293
| New | +$4.57M | 1.31% | 25 |
|